MANSOQ Billing
Edit a charge item
This flow describes how to change the details of a charge item in MANSOQ. You can edit a charge item only while its status is Billable. Pre-requisites - Someone added the charge item, and you open it from an appointment, a service request, or…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to change the details of a charge item in MANSOQ. You can edit a charge item only while its status is Billable.
Pre-requisites
- Someone added the charge item, and you open it from an appointment, a service request, or an account.
- The status of the charge item is Billable.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Update Charge Item | Lets you change the details of a charge item. Facility Admin and Admin roles have this permission. |
Steps
1. Open the charge item
Go to the Charge Items tab of the appointment, the service request, or the account.
Find the row of the charge item that you want to change.
2. Open the row menu
Open the row menu on the charge item's row.
Select Edit.
Note: The Edit option shows only while the status of the charge item is Billable.
3. Change the details
Change the fields that you want to update.
| Component | What it captures |
|---|---|
| Title | The name of the charge item. |
| Quantity | The number of units of the charge item. |
| Price components | The base price, the surcharges, the discounts, and the taxes of the charge item. |
| Note | Extra information about the charge item. |
4. Save the charge item
Save your changes.
Expected Outcome
- MANSOQ updates the charge item with the new details.
- The Charge Items tab shows the updated title, quantity, price components, and note.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.